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Unused 529 Plan Funds: 5 Spending Options to Consider
529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary's qualifying education expenses. Sometimes, 529 plans have unused funds after the beneficiary graduates or decide to discontinue their education. There...
Money Milestones: 4 Financial Goals for Older Individuals
If you saved for retirement for a while, you might look forward to a break from financial responsibility for the remaining portion of your life. But striving for economic betterment should not end when you hit retirement. You may continue to work toward new financial...
EARNINGS UPDATE: BETTER THAN FEARED UNDERSELLS THESE RESULTS
First quarter earnings season is nearly complete, and it has caused us to regret titling our earnings preview commentary on April 10, “Malaise Continues.” While the “better than feared” label fit the past couple of earnings seasons quite well, based on the magnitude...
Financial Planning for Working Moms
Historically, working mothers have had even higher ambitions in the workforce than working women in general.1 This ambition may drive them to excel in budgeting and financial matters that can help them manage their family's finances. What should working moms know...
4 Ways to Invest in Your Mental Health Bank
Are you feeling exhausted? Burnt out? When you feel that you are mentally done and have little to look forward to in life, odds are your mental health bank is dangerously low. Your mental health bank functions in a similar way to your bank account. Deposits go in, and...
SELL IN MAY?
“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries and stories in the financial press floods in about this popular, but overused, stock market adage. Here we take our annual look...
Life Insurance Riders that Help Pay for Long-Term Care
Life insurance has many uses, including income replacement, business continuation, and estate preservation. Long-term care insurance helps provide financial protection against the potentially high cost of long-term care. If you find yourself in need of both types of...
6 Money Myths That Are Limiting Your Wealth
When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who took the lid off of a jar releasing all of the world’s ills upon the world, were taxes one of them?), or the Tale of Prometheus (who stole fire from his fellow gods to give...
A CLOSER LOOK AT COMMERCIAL REAL ESTATE
The commercial real estate (CRE) market has recently captured the spotlight after being flagged as the next potential shoe to drop following last month’s banking turmoil. While rising rates have weighed on financing costs and the recent bank failures will make lending...
Gen Z Should Be Your Retirement Role Models
Tips to help your retirement planning as you move towards your goals. Generation Z, the youngest working generation, is commonly thought of as being consumed with the present and uninterested in the future. However, recent research has shown that this stereotype may...